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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,911 | $222,882-84.3% | $182,153-80.8% | $198,609-82.4% |
| Participation rate | 100.0% | 67.8%+32.2pp | 65.7%+34.3pp | 82.4%+17.6pp |
| Annual return | 7.33% | 38.53%-31.2pp | 35.04%-27.7pp | 202.70%-195.4pp |
| Employer contribution / active EE | $1,843 | $2,741-32.8% | $2,593-28.9% | $5,055-63.6% |
| Participant deferral / active EE | $0 | $4,212-100.0% | $3,776-100.0% | $6,977-100.0% |
| Admin fee / account holder | $1,014 | $8,972-88.7% | $9,477-89.3% | $19,030-94.7% |